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🚀 Forecasting to Funding: Why Businesses Need Your Expertise More Than Ever
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Free Webinar:
24th July, 12:00 PM - 1:00 PM (UK)

Turning Forecasts Into Funding

Powered by Futrli x Swoop

At the end of 2024, over 650,000 UK businesses were in significant financial distress — with critical distress up 50% year-on-year. And with 82% of small business failures driven by cash flow issues, the message is clear:

Cash flow isn’t just a metric — it’s a matter of survival.

In this session, we’ll unpack how accountants can step up as strategic advisors in this landscape — helping clients not only stay afloat but thrive, as well as preparing them the ever changing economic environment.

Featuring real-world insights from Sarah Bedford (HMB Accountants) — a practitioner who’s using forecasting and finance tools to transform her client relationships.

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In this session, you’ll learn how to:

How to start meaningful funding conversations

How forecasting can bridge the gap between insight and action

How to combine the power of Futrli & Swoop to support SME success

The Speakers

Phil Hobden is a fintech and financial services expert with over 15 years of experience working with leading firms including NatWest, Wolters Kluwer, and Visma.

Phil has worked with over 60% of the UK Top 100 accountancy firms across his career as well as key PE backed acquirers, mid-tier practices, and niche /boutique consultancies across the UK, South Africa, and beyond - helping them future-proof operations, transform their tech stacks and launch standout services for the SMB market.

Phil Hobden
Head of Business Development
,
Sage

Customer Success Manager at Swoop and Ex-Head of Customer Success Futrli, has over 5 years experience building advisory processes with accountants from conception to delivery. He's also an excellent chef.

Ron Pearson
Customer Success Manager
,
Swoop

Sarah is a qualified accountant and Director at HMB. Over the last decade she has played a pivotal role in leading the firm’s transformation from a traditional, manual practice into a fully digital one. With a passion for utilising key tools and software to help business owners unlock their financial data, she focuses on turning numbers into meaningful insights.

Sarah Bedford
Director
,
HMB Accountants

What our customers are saying

“It's a kick-ass cash flow forecasting software because it works beautifully.”

Willem Harrhoff
Director, DoughGetters

“The Futrli team have been fantastic. The platform has been beneficial to both my practice and my clients.”

Sharon Hirsch
Director, Argus Accounting